We’ve been working with the legal profession nationally for many years and built strong working relationships with many practitioners. In fact, since we were established in 1888, the profession has always been a natural fit for our trustee and executor services. Where your clients wish to maintain family harmony, or they have no one who is capable of acting, the appointment of an independent specialist trustee for executor appointments, trustees, and financial powers of attorney can be the wisest choice to protect your clients’ interests.

When you refer a client to us, we refer the legal work (probate application and conveyancing) associated with the estate back to you or your firm, where the Will was originally drafted. We offer competitive fees – especially when you and your clients can be assured that not only will we always be here to act on their wishes, we must act according to a higher duty of care than a lay executor/trustee because of the legislation under which we are established.

We can complement your offering with the following services:

• Executor and Estate Administration – Co and alternate appointments, and renunciations
• Trustee – Testamentary, protective, special disability, charitable
• Financial attorney/administration – Tribunal appointments and our Total Care service
• Philanthropy – Advice on structured giving, establishment of philanthropic trusts and granting, including tax implications
• Wealth management – Advisory and Custody services
• Health and Personal Injury services to support those with compensation payments
• Community Trustee services